Managing Director
CurrentProgressively promoted to manage all facets of an in-house deal portfolio to prepare and close transactions of lower middle market companies. Represent company owners and facilitate all aspects of sale including valuation, due diligence and negotiations. Typically manage between 13 and 20 in-house deals at any given time. • Lead initial meetings with clients and create comprehensive deal strategy • Oversee the creation of market preparation materials, coordinate buyer visits, negotiate Letters of Intent, coordinate all due diligence and facilitate deal closing